The world runs on Nvidia, says Altimeter Capital's Brad Gerstner

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  • Опубліковано 21 лис 2024

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    @WilsonsColemans 6 годин тому +123

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    @kurtKking 12 годин тому +429

    I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

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      @AmithKaury 12 годин тому +3

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      @Vivienedouglass 12 годин тому +2

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  • @raymond-i2v
    @raymond-i2v 16 годин тому +8

    I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.

    • @Jordan8568-l4u
      @Jordan8568-l4u 16 годин тому

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      @RayaMarcus 16 годин тому

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      @RayaMarcus 16 годин тому

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      @Johnwestly-l6n 16 годин тому

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  • @friendlyskiespodcast
    @friendlyskiespodcast 21 годину тому +10

    I love how YT allows these spam posts like swiftdude24 but when you tell them to shut it, your comment gets ghosted. bravo. anyways Nvidia is doing great.

    • @lbowsk
      @lbowsk Годину тому

      Bingo.

  • @swiftdude24
    @swiftdude24 21 годину тому +327

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  • @thenotoriousgoob
    @thenotoriousgoob 16 годин тому +3

    And oil runs them all. Purchase the company that makes all the companies run. Can’t lose.

  • @roddywoods8130
    @roddywoods8130 15 годин тому +61

    I have $100,000 set aside to invest, but I feel overwhelmed and unsure about which sectors-such as energy, defense, or financials-might perform best. I'm concerned about picking the right stocks for growth.

    • @selenajack2036
      @selenajack2036 15 годин тому +2

      A diversified approach might help reduce risk. Consider broad ETFs or index funds for sector exposure without having to pick individual stocks. A financial advisor could also provide guidance.

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      @hushbash2989 15 годин тому +2

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      @bsetdays6784 15 годин тому +3

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      @hushbash2989 15 годин тому +2

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      @kaylawood9053 15 годин тому +1

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  • @georgelilin7753
    @georgelilin7753 20 годин тому +3

    CPUs and GPUs existed 30 years ago, exist now and will continue to exist in future. There are technical reasons for this and people talk otherwise when hype overruns logic ...

    • @darrenhere5856
      @darrenhere5856 19 годин тому +1

      yes well cars existed 30 years ago also, but i wouldnt want to be driving one of those today.

    • @istvanpraha
      @istvanpraha 18 годин тому +2

      Agreed. Jensen is now delusional. He TOLD us we're switching how our computers run on the call yesterday. It was a weird "WTF is anyone else listening to this crap" moment for me. NVDA is so far up its own ---- that they've forgetting about consumers. Did we ask for AI chips? What are we going to be using AI for? In corporate America, we've already automated what we've wanted to automate. Sick of NVDA yelling at me that I need to AI what we've already automated.

  • @truthBtold2
    @truthBtold2 19 годин тому +11

    Brad wore his newest black t-shirt. Good job!

  • @tigerrx7
    @tigerrx7 11 годин тому

    If you know what’s good for you, you put your money in founder/CEO lead companies. That is Nvidia, Meta, Tesla, and Palantir

  • @HelloAutoCarz
    @HelloAutoCarz 8 годин тому

    It’s not just a chip company.. it’s a whole system

  • @24theMoney
    @24theMoney 14 годин тому

    Guy basically said the price to sales is absurd at this valuation. Keep pumping folks.

  • @Caiogasp
    @Caiogasp 20 годин тому +1

    Simple question. Out of these fund managers, who are beating the S&P on average in the last 15 years? If someone knows, please tell me.

    • @pugbug288
      @pugbug288 19 годин тому +2

      Whom ever is Nancy Peolsi’s fund manager.

  • @HustleForTheFuture
    @HustleForTheFuture 21 годину тому +3

    Patience equals money big payday coming 💸🚀

  • @YiYiWei2055
    @YiYiWei2055 10 годин тому

    That’s correct, the world is running on nvda.

  • @orbiting_teapot
    @orbiting_teapot 13 годин тому

    Word to the wise...Don't go eye glasses shopping with Dan Ives.

  • @andrerodriguez7603
    @andrerodriguez7603 12 годин тому

    Didn’t Josh sell all his shares of Nvidia when it first started going up last year? I guess he bit the bullet and had to buy it back at a higher price.

  • @ElijahSchizkoske
    @ElijahSchizkoske 14 годин тому

    The keyboard typing in the background is really distracting.

  • @muratshogenov9563
    @muratshogenov9563 20 годин тому

    Josh is franchise speaker

  • @tennisisphysical
    @tennisisphysical 19 годин тому

    They don't understand NVDA capabilities and what it saves on other cap ex spend

  • @william53
    @william53 15 годин тому

    Brad Gerstner is a “rock star” - why - because he is not stuck in the swamp/NYC!

  • @Tyranix97
    @Tyranix97 21 годину тому

    Foxconn Plans to Build World's Largest Nvidia GB200 Chip Factory

  • @citizenm9590
    @citizenm9590 15 годин тому

    This is last time to sell as Trump will be bad with his protectionism stance and chip sector will be taking a big hit.

  • @musiccreation1198
    @musiccreation1198 21 годину тому

    What is Gerstner's #1 pick??!! Tesla?

    • @kraz007
      @kraz007 21 годину тому +2

      Himself

    • @musiccreation1198
      @musiccreation1198 21 годину тому

      @@kraz007 Does he have a Gerstner ETF? ;)

    • @dy47287
      @dy47287 21 годину тому +1

      His top holding is SNOW

    • @emmo1210
      @emmo1210 17 годин тому

      @@musiccreation1198 ticker KNOB

  • @YesCivic-R
    @YesCivic-R 17 годин тому

    Investors think twice about this stock, that's good, so it won;'t be bubble.

  • @CK-qh5te
    @CK-qh5te 15 годин тому

    Im sorry wtf? We are going to move all x86 software to GPU instruction sets

  • @whatever77ism
    @whatever77ism 16 годин тому

    CUDA is the moat.

  • @kurdi98k
    @kurdi98k 16 годин тому +1

    lol stop pumping gosh

  • @AniWalt
    @AniWalt 4 години тому

    I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $250k to create a strong portfolio, which stocks would you choose for better returns?

    • @Wood-Je
      @Wood-Je 4 години тому +1

      I think a good portfolio should have three basic things: ETFs for diversification, dividend stocks for cash flow, and leading tech stocks. With your budget, it's a good idea to talk to a fiduciary advisor for expert advice.

    • @Masumakh1
      @Masumakh1 4 години тому +1

      I agree with you. As an early investor in NVDA, AVGO, ANSS, and PLTR, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

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      @AniWalt 4 години тому

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  • @bhupesh0111
    @bhupesh0111 20 годин тому +7

    $800 by 2030!!!

    • @bigslim5847
      @bigslim5847 18 годин тому +3

      More like $1100

    • @bhupesh0111
      @bhupesh0111 18 годин тому +2

      @bigslim5847 that will be so much better I'm not selling even a single of my 2500 shares!

    • @citizenm9590
      @citizenm9590 15 годин тому

      That will be around $25 trillion company if stock gets around to $80]. You guys need to stop that pipe remeber this what must goes up must come down. Just wait until Trump gets in the office the chip sector will be slaughtered.

    • @rayghoward
      @rayghoward 14 годин тому

      🙏🏽

  • @MargaretOlivia2u
    @MargaretOlivia2u 14 годин тому

    I think investors should always put their cash to work, especially In 2025, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2025

    • @MathildaCarina
      @MathildaCarina 14 годин тому

      Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.

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      @JamesOliverr7s 14 годин тому

      Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

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      @GraziaMacahilas 14 годин тому

      I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

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      @JamesOliverr7s 14 годин тому

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    • @GraziaMacahilas
      @GraziaMacahilas 14 годин тому

      I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you

  • @matthew.stevick
    @matthew.stevick 19 годин тому +1

    💚🖤📈🌎

  • @joseph24gt
    @joseph24gt 21 годину тому

  • @AIVaneer
    @AIVaneer 20 годин тому

    BITCOIN BULLS ATTACK!!